← All themes Electrification & Grid

Grid Equipment

Grid equipment covers transformers, switchgear, breakers, and cable — unglamorous hardware that has become a genuine bottleneck. Lead times have lengthened enough to delay projects that are otherwise ready.

10 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
601	Thompson Siegel & Walmsley Richmond, Virginia	$913K	-$42.5K	1	0.02%	Reduced
602	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$908K	+$215K	1	0.54%	Increased
603	SAM Shell Asset Management The Hague, Netherlands	$905K	+$82.5K	1	0.01%	Increased
604	Rothschild & Co Asset Management US Stamford, Connecticut	$899K	+$877K	1	0.02%	New
605	CAM ClariVest Asset Management San Diego, California	$894K	+$609K	1	0.03%	Increased
606	Covington Capital Management Los Angeles, California	$892K	-$22.9K	1	0.08%	Reduced
607	SouthState Corp Winter Haven, Florida	$889K	-$191K	2	0.14%	Reduced
608	NFG Next Financial Group Houston, Texas	$886K	+$630K	3	0.18%	Increased
609	KFS KMS Financial Services Seattle, Washington	$879K	-$49.5K	1	0.12%	Reduced
610	Conning Inc Hartford, Connecticut	$878K	+$26.2K	1	0.05%	Increased
611	Profund Advisors Bethesda, Maryland	$878K	+$19.9K	1	0.04%	Increased
612	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$875K	$0	1	0.11%	Maintained
613	Ronald Blue & Co Roswell, Georgia	$869K	+$66.5K	1	0.06%	Increased
614	IIM Ironwood Investment Management Boston, Massachusetts	$866K	-$87.7K	1	0.16%	Reduced
615	GHA GW Henssler & Associates Kennesaw, Georgia	$862K	-$21.1K	1	0.1%	Reduced
616	SIC SFE Investment Counsel Los Angeles, California	$861K	-$6.74K	1	0.37%	Reduced
617	WIC Wood Investment Counsel Denver, Colorado	$855K	+$30.8K	1	0.13%	Increased
618	MAM Majedie Asset Management London, United Kingdom	$854K	+$530K	1	0.14%	Increased
619	Wedbush Securities Los Angeles, California	$851K	+$60.1K	1	0.13%	Increased
620	PP Paloma Partners Greenwich, Connecticut	$849K	+$950K	1	0.04%	New
621	WCF West Coast Financial Santa Barbara, California	$847K	-$180K	1	0.48%	Reduced
622	GMIM General Motors Investment Management New York	$840K	+$235K	2	0.07%	Increased
623	ODCM Old Dominion Capital Management Charlottesville, Virginia	$836K	-$114K	1	0.86%	Reduced
624	Amalgamated Bank New York	$835K	+$5.6K	1	0.12%	Increased
625	GC Globeflex Capital San Diego, California	$835K	$0	1	0.09%	Maintained